Keystone — run your small business from one platform
An AI-driven, single-pane-of-glass platform that connects customers, projects, finance, HR, and operations — so you can stop switching between tools and focus on growing the business.
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Everything your business runs on, in one place
Small teams lose hours to disconnected spreadsheets and apps. Keystone consolidates your customers, projects, finances, and people into a single secure platform with an executive dashboard and AI insights — affordable and right-sized for a growing business.
What Keystone Brings Together
Every core function of your business, in one connected system.
Customers & CRM
Track contacts, leads, and customer history to build lasting relationships.
Projects & Cases
Manage jobs, projects, and service requests from intake to delivery.
Finance & Invoicing
Budgets, invoices, and cash flow tracked clearly for confident decisions.
HR & Team
Employee records, onboarding, and scheduling in a single roster.
Operations & IT
Day-to-day operations, assets, and IT requests handled from one workspace.
AI Insights & Dashboard
An executive dashboard with AI insights that surface what needs attention.
Why Small Businesses Choose Keystone
- One platform replaces a patchwork of spreadsheets and apps
- Affordable pricing that scales as you grow
- Clear visibility into customers, jobs, and cash flow
- Secure, multi-tenant data with role-based access
- AI insights that save you time every week
Getting Started
Discover
A free consultation to understand your business and workflows.
Configure
We tailor Keystone to your customers, projects, and team.
Migrate
We bring your existing data across with minimal disruption.
Support
Ongoing training and support so Keystone keeps delivering value.
See Keystone in action
Book a free demo and we’ll show how Keystone fits your business.
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